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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,875 | $180,749-80.7% | $160,784-78.3% | $137,256-74.6% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 17.21% | 2234.46%-2217.3pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,326 | $4,155-68.1% | $3,733-64.5% | $4,156-68.1% |
| Participant deferral / active EE | $3,220 | $6,844-53.0% | $6,293-48.8% | $6,407-49.7% |
| Admin fee / account holder | $3,536 | $10,397-66.0% | $9,717-63.6% | $12,270-71.2% |